SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 834 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $273,644 | -3.6% | 5,767 | 0.0% | 0.01% | -7.1% |
| Q1 2024 | $283,967 | +4.2% | 5,767 | 0.0% | 0.01% | -6.7% |
| Q4 2023 | $272,433 | -3.6% | 5,767 | -15.5% | 0.02% | -16.7% |
| Q3 2023 | $282,567 | -23.6% | 6,822 | -19.2% | 0.02% | -14.3% |
| Q2 2023 | $369,672 | +76.9% | 8,440 | +91.4% | 0.02% | +50.0% |
| Q1 2022 | $209,000 | -7.1% | 4,409 | +101.0% | 0.01% | -12.5% |
| Q4 2021 | $225,000 | +2.7% | 2,194 | +0.2% | 0.02% | -5.9% |
| Q3 2021 | $219,000 | -3.9% | 2,189 | +0.1% | 0.02% | -5.6% |
| Q2 2021 | $228,000 | +4.6% | 2,186 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $218,000 | -1.4% | 2,184 | -12.0% | 0.02% | -5.3% |
| Q4 2020 | $221,000 | -78.4% | 2,482 | -81.7% | 0.02% | -81.0% |
| Q4 2019 | $1,024,000 | +8.5% | 13,544 | +0.1% | 0.10% | +5.3% |
| Q3 2019 | $944,000 | -2.4% | 13,536 | +0.0% | 0.10% | +2.2% |
| Q2 2019 | $967,000 | +2.2% | 13,532 | 0.0% | 0.09% | 0.0% |
| Q1 2019 | $946,000 | +15.2% | 13,532 | +0.0% | 0.09% | +4.5% |
| Q4 2018 | $821,000 | – | 13,530 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |